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Control Over all Points of Contact with your Customers and Prospects

Customer Relationship Management(CRM) provides the information and oversight to deliver the best possible customer experience at every touchpoint. Connecting employees, departments, and supply chain partners with Kinetic capabilities empowers your whole company to be more responsive.

  • Manage contact interactions through effective task management
  • Strengthen your sales force by synchronizing essential CRM data
  • Enhance your customer experience with data-driven insights that help you stay one step ahead of the competition
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Benefits

Streamlined Pipeline Activities

Help your sales team manage the complete prospect-to-customer life cycle, give accurate revenue forecasts to management, and automate many administrative tasks with CRM tools. You’ll get the big picture at every stage of the customer journey.

Maximized Customer Satisfaction

Keep in touch with your customers and prospects by promoting responsive, respectful, and proactive interaction. Elevate customer service by documenting and sharing communication with the entire organization, while overseeing contact interactions through task management.

Accessible and Integrated Where You Need It

Empower your sales force with mobile access to the entire CRM suite of capabilities on iOS™ and Android™ devices via the CRM mobile application. The integration with Salesforce amplifies value by increasing data accuracy, allowing widespread automation while supporting new use cases.

Essential Features

Contact Management

Manage contact information for your customers, suppliers, and vendors—access it from any device with Contact Management. Track interactions in real time so every employee has complete and accurate information.

Lead and Opportunity Management

Proactively manage your sales territories and the entire life cycle of all opportunities. Lead and Opportunity Management helps you convert more prospects into customers, target the highest value opportunities, and increase sales revenue.

Case Management

From initial call to resolution and follow-up, Case Management is a customer-focused solution for personalized, high-quality service. It enables your service team to manage case loads, respond quickly to customers, and achieve outstanding customer satisfaction.

Marketing Management

Targeted communications can give you a powerful competitive edge. Marketing Management enables you to measure the success of marketing campaigns, understand your target market, improve communications, and build customer and prospect relationships.

Mobile CRM

Empower your sales force by providing mobile access to the entire CRM suite of capabilities on any iOS™ or Android™ device. You can manage the sales cycle from lead to quote—anytime, anywhere.

Epicor Commerce

Consumer trends influence B2B buying expectations and behaviors. Deliver a modern eCommerce experience while meeting the unique needs of business buyers—including special promotions, price lists, repeat purchases, and the ability to pay on account.

Integration to Salesforce.com

With the Kinetic Integration to Salesforce.com, you can help ensure that your contact management system and your Kinetic CRM solution are always in sync. Get a unified source of truth for the vital sales insights you need.

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